NVS icon

Novartis
NVS

Overview Fund Activity

1,117 hedge funds and large institutions have $19.7B invested in Novartis in 2020 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 346 increasing their positions, 457 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,117
Holders Change
-10
Holders Change %
-0.89%
% of All Funds
22.6%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.26%
New
77
Increased
346
Reduced
457
Closed
73
Calls
$178M
Puts
$125M
Net Calls
+$53.1M
Net Calls Change
-$42M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$1.89B
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$69.1M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$740M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$54.3M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$238M

Top Sellers

1
BBHC
Brown Brothers Harriman & Co
New York
$29.7M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$109M
3
Renaissance Technologies
Renaissance Technologies
New York
$581M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$148M
5
FAM
Fred Alger Management
New York
$2.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
1101
Avion Wealth
Texas
$3K – – –
FEG
1102
Financial Enhancement Group
Indiana
$3K – – –
MAM
1103
Meeder Asset Management
Ohio
$3K +$400 +4 +15%
CI
1104
Cordant Inc
Oregon
$3K +$3K +33 New
SXL
1105
Summit X LLC
Missouri
$2.78K +$55 +50 +2%
AIC
1106
Archer Investment Corporation
Indiana
$2.09K – – –
CCM
1107
Cribstone Capital Management
Maine
$2K – – –
JIR
1108
James Investment Research
Ohio
$2K – – –
LWA
1109
Lowe Wealth Advisors
Maryland
$2K – – –
AWM
1110
Adams Wealth Management
Utah
$2K +$2K +18 New
CYG
1111
Clean Yield Group
Vermont
$2K +$2K +26 New
CPA
1112
Clear Perspective Advisors
Illinois
$513 -$9 -122 -2%
AI
1113
AdvisorShares Investments
Maryland
$439 -$29 -337 -6%
Koshinski Asset Management
1114
Koshinski Asset Management
Illinois
$291 +$1 +10 +0.3%
FCA
1115
FinTrust Capital Advisors
South Carolina
$137 +$41 +470 +42%
WIM
1116
Westside Investment Management
California
$4 – – –
Westfield Capital Management
1117
Westfield Capital Management
Massachusetts
– -$74.9M -857,963 Closed
RG
1118
Redmile Group
California
– -$38.4M -439,800 Closed
Ensign Peak Advisors
1119
Ensign Peak Advisors
Utah
– -$9.96M -114,017 Closed
Two Sigma Investments
1120
Two Sigma Investments
New York
– -$5.93M -67,849 Closed
HI
1121
Horizon Investments
North Carolina
– -$5.78M -66,138 Closed
Canada Pension Plan Investment Board
1122
Canada Pension Plan Investment Board
Ontario, Canada
– -$4.38M -50,177 Closed
PWAG
1123
Polaris Wealth Advisory Group
California
– -$3.26M -37,090 Closed
SCP
1124
Shorepoint Capital Partners
Massachusetts
– -$1.92M -21,926 Closed
QSS
1125
Quantitative Systematic Strategies
Florida
– -$1.37M -15,634 Closed
43 44
45
46 47